Trove Private Wealth
Trove Private Wealth® works with successful individuals and families to help them discover and do more of what they care about most. Through our unique LifePrint™ Planning process, we build and implement strategic and comprehensive wealth plans, designed to help our much-loved clients better grow and protect the value of their money, so they can better grow and protect the impact of their life. As our clients gain clarity and confidence about what’s possible – without adversely impacting their financial independence or family legacy objectives – they find greater freedom and are empowered to live more generously and to give more generously. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through Valmark Advisers, Inc. a SEC registered investment advisor. Trove Private Wealth is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities or Trove Private Wealth® and have not been approved prior to posting.
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Verified contacts
10
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- GM
Glenna Mann
Director of Client Service · Customer/Client Service
EmailPhone - JP
Josh Procaccini
Wealth Manager, Principal, & COO · Finance & Accounting
EmailPhone - SP
Sarah Procaccini
Executive Administrator · General Business & Management
EmailPhone - PR
Paul Rokosz
Chief Investment Officer and Wealth Manager · Finance & Accounting
EmailPhone - RW
Ron Ware
Chief Executive Officer · General Business & Management
EmailPhone - BD
Breanna Deluca
Operations Coordinator · Operations
EmailPhone - JC
Jacob Clark
Wealth Management Associate · Finance & Accounting
EmailPhone - ME
Matthew Edwards
Wealth Management Associate · Finance & Accounting
EmailPhone - BM
Bob MacArthur
Founder, Principal, Financial Advisor · Other
EmailPhone
Showing 9 of 10 verified contacts
Top roles at Trove Private Wealth
9 distinct titles indexed · top 9 shown.
- 2wealth management associate
- 1chief executive officer
- 1chief investment officer and wealth manager
- 1director of client service
- 1executive administrator
- 1founder, principal, financial advisor
- 1operations coordinator
- 1planning associate
- 1wealth manager, principal, & coo
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